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šØ NEW MACRO PARADIGM SHIFT INCOMING! FED MOVES ON AI PRODUCTIVITY!
ā ļø Kevin Warsh proposes a NEW Taylor Rule focusing purely on Productivity gains driven by AI. This is massive for the markets.
⢠Argument: AI is a deflationary force, allowing 5-6% GDP growth without wage spirals.
⢠Implication: If productivity explodes, the Fed can cut rates even if inflation is sticky.
⢠Focus shifts from CPI targets to harnessing efficiency gains.
This narrative gives cover for lower borrowing costs that the White House wants. Watch $TAO, $AI, and $WLD closely as this productivity thesis gains traction. The game is changing NOW.
#AIEconomics #FedPivot #MacroAlpha #ProductivityBoom š

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